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CP

Castleview Partners Portfolio holdings

AUM $195M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$10.3M
3
+$9.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.5M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.61%
2 Technology 9.03%
3 Industrials 8.52%
4 Healthcare 6.45%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
+162
752
$5K ﹤0.01%
+45
753
$5K ﹤0.01%
+29
754
$5K ﹤0.01%
+45
755
$5K ﹤0.01%
+75
756
$5K ﹤0.01%
+155
757
$5K ﹤0.01%
+238
758
$4K ﹤0.01%
+85
759
$4K ﹤0.01%
+200
760
$4K ﹤0.01%
+522
761
$4K ﹤0.01%
+88
762
$4K ﹤0.01%
+13
763
$4K ﹤0.01%
+100
764
$4K ﹤0.01%
+125
765
$4K ﹤0.01%
+71
766
$4K ﹤0.01%
+146
767
$4K ﹤0.01%
+30
768
$4K ﹤0.01%
+123
769
$4K ﹤0.01%
+65
770
$4K ﹤0.01%
+40
771
$4K ﹤0.01%
+90
772
$4K ﹤0.01%
+13
773
$4K ﹤0.01%
+37
774
$4K ﹤0.01%
+200
775
$4K ﹤0.01%
+300
29 30
31
32 33